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Data from SEC EDGAR filings: company financials and 13F holdings.

Disclaimer: QW Research is provided for informational and educational purposes only and is not investment advice, a recommendation, or an offer to buy or sell any security. Data is derived from public SEC 13F filings and may be incomplete, delayed, or inaccurate. Do not make investment decisions based on this content. QW Research does not share in any profits and accepts no liability for any losses or decisions made using this information. Past performance does not predict future results.

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BAI — Fundamentals, Valuation & Ownership | QW Research

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iShares A.I. Innovation and Tech Active ETF (BAI)

Highly Crowded

Held by 516 of 5,944 reporting institutions (97th percentile) — extremely crowded.

Data as of Q1 2026

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Institutional Ownership

—

of shares outstanding · 516 funds hold it

Ownership Change

—

vs last quarter

Crowding

97ᵗʰ pctl

more crowded than 97% of tracked stocks

Institutional Value

$9.8B

total position value across all 13F filers

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Institutional Holders

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No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

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No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

Institutional Trends (6 Quarters)

No trend data available for this metric.

Conviction-Weighted Ownership

Median weight: 0.41%Avg weight: 1.64%Max: 5.65%High conviction (>1%): 4

ENVESTNET ASSET MANAGEMENT

JPMORGAN CHASE &

Dynasty Wealth Management,

AMERIPRISE FINANCIAL

OpenArc Corporate Advisory,

SAGESPRING WEALTH PARTNERS,

BANK OF AMERICA

PARK AVENUE SECURITIES

Crowding AnalysisHighly Crowded

Holders516of 5,944

Avg: 68

Uncrowded97th percentileCrowded

Institutional Activity

Buy/Sell Ratio4.74x

96th percentile

474 buying100 selling

+84

New

-52

Closed

+56.9M

Net shares

Ownership Concentration

Top 5: 46.3%Top 10: 58.3%

ENVESTNET ASSET MANAGEMENT21.5%

LPL Financial8.8%

JPMORGAN CHASE &6.6%

Dynasty Wealth Management,6.3%

AMERIPRISE FINANCIAL3.0%

Others (511)53.8%

Crowding AnalysisHighly Crowded

Holders516of 5,944

Avg: 68

Uncrowded97th percentileCrowded

Institutional Activity

Buy/Sell Ratio4.74x

96th percentile

474 buying100 selling

+84

New

-52

Closed

+56.9M

Net shares

Ownership Concentration

Top 5: 46.3%Top 10: 58.3%

ENVESTNET ASSET MANAGEMENT21.5%

LPL Financial8.8%

JPMORGAN CHASE &6.6%

Dynasty Wealth Management,6.3%

AMERIPRISE FINANCIAL3.0%

Others (511)53.8%

Not enough quarter-end price history for a performance view. (Run collect_prices.py for this ticker.)

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position